| Keener Financial Planning LLC | 5 | $0 | 0.00% | −1,500−99.7% | Reduced |
| Redmont Wealth Advisors LLC | 1 | $99 | 0.00% | −2,283−100.0% | Reduced |
| Westend Capital Management, LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Washington Growth Strategies LLC | 99 | $209 | 0.23% | +99 | New |
| Safe Harbor Fiduciary, LLC | 3 | $296 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 5 | $494 | 0.00% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 5 | $496 | 0.00% | +5 | New |
| Horizon Financial Services, LLC | 9 | $888 | 0.00% | +9 | New |
| ORG Wealth Partners, LLC | 10 | $981 | 0.00% | +10 | New |
| JCIC Asset Management Inc. | 12 | $1.18K | 0.00% | +12 | New |
| Keystone Financial Group, Inc. | 15 | $1.38K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 17 | $1.68K | 0.00% | −192−91.9% | Reduced |
| Your Advocates Ltd., LLP | 18 | $1.78K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 20 | $1.96K | 0.00% | −646−97.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 21 | $2.07K | 0.04% | +1+5.0% | Added |
| a16z Perennial Management, L.P. | 22 | $2.17K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 25 | $2.47K | 0.00% | +25 | New |
| Cordant, Inc. | 31 | $3.10K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 32 | $3.18K | 0.00% | +2+6.7% | Added |
| Granite FO LLC | 34 | $3.36K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 34 | $3.36K | 0.01% | +34 | New |
| Fiduciary Advisors, Inc. | 35 | $3.50K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 36 | $3.55K | 0.00% | +36 | New |
| Newton One Investments LLC | 38 | $3.80K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 34 | $3.86K | 0.00% | +34 | New |
| WestEnd Advisors, LLC | 40 | $3.95K | 0.00% | +27+207.7% | Added |
| 1 North Wealth Services LLC | 40 | $3.95K | 0.00% | +40 | New |
| Davis Capital Management | 41 | $4.05K | 0.00% | −99−70.7% | Reduced |
| Bear Mountain Capital, Inc. | 46 | $4.20K | 0.00% | +1+2.2% | Added |
| Runnymede Capital Advisors, Inc. | 44 | $4.34K | 0.00% | +28+175.0% | Added |
| PayPay Securities Corp | 44 | $4.38K | 0.25% | −2−4.3% | Reduced |
| Bellwether Advisors, LLC | 45 | $4.44K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 51 | $4.66K | 0.00% | +7+15.9% | Added |
| Eq Wealth Advisors, LLC | 49 | $4.84K | 0.00% | +49 | New |
| Dakota Community Bank & Trust NA | 50 | $4.93K | 0.02% | −898−94.7% | Reduced |
| REAP Financial Group, LLC | 50 | $4.93K | 0.00% | −200−80.0% | Reduced |
| Marshall Investment Management, LLC | 50 | $4.93K | 0.00% | +50 | New |
| Winnow Wealth LLC | 56 | $5.49K | 0.01% | +18+47.4% | Added |
| Breakwater Investment Management | 59 | $5.82K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 62 | $6.00K | 0.01% | −13−17.3% | Reduced |
| DecisionPoint Financial, LLC | 64 | $6.32K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 68 | $6.71K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 70 | $6.91K | 0.01% | +15+27.3% | Added |
| Curio Wealth, LLC | 4 | $6.98K | 0.00% | −37−90.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 76 | $7.46K | 0.00% | +76 | New |
| Avalon Trust Co | 80 | $7.94K | 0.00% | +7+9.6% | Added |
| Harvest Fund Management Co., Ltd | 83 | $8.00K | 0.00% | −496−85.7% | Reduced |
| Grayhawk Investment Strategies Inc. | 87 | $8.59K | 0.02% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 90 | $8.95K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 91 | $8.98K | 0.00% | −9−9.0% | Reduced |
| Evolution Advisers, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 92 | $9.08K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 96 | $9.49K | 0.00% | +96 | New |
| Aspect Partners, LLC | 102 | $10.0K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 105 | $10.4K | 0.00% | −200−65.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 111 | $11.0K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 111 | $11.0K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 114 | $11.3K | 0.00% | +7+6.5% | Added |
| North Ridge Wealth Advisors, Inc. | 116 | $11.4K | 0.01% | 00.0% | Unchanged |
| Summer Road LLC | 124 | $11.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 121 | $11.9K | 0.00% | +26+27.4% | Added |
| JDM Financial Group LLC | 128 | $12.6K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 128 | $12.7K | 0.01% | −6−4.5% | Reduced |
| Investment Management Corp | 131 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 137 | $13.5K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 139 | $13.7K | 0.00% | +139 | New |
| Compass Financial Services Inc | 139 | $13.7K | 0.01% | +127+1,058.3% | Added |
| Ruedi Wealth Management, Inc. | 140 | $13.8K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 147 | $14.0K | 0.00% | −9,578−98.5% | Reduced |
| TD Capital Management LLC | 143 | $14.1K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 146 | $14.4K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 147 | $14.5K | 0.00% | +147 | New |
| Fairway Wealth LLC | 151 | $14.9K | 0.01% | +151 | New |
| Red Tortoise LLC | 152 | $15.0K | 0.01% | −365−70.6% | Reduced |
| Dynamic Wealth Strategies, LLC | 153 | $15.1K | 0.01% | +153 | New |
| Nalls Sherbakoff Group, LLC | 157 | $15.5K | 0.01% | +157 | New |
| Bridge Generations Wealth Management LLC | 160 | $15.8K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 164 | $16.2K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 167 | $16.5K | 0.02% | −40−19.3% | Reduced |
| Signature Resources Capital Management, LLC | 168 | $16.5K | 0.01% | +1+0.6% | Added |
| Boyd Watterson Asset Management LLC | 170 | $16.8K | 0.01% | −150−46.9% | Reduced |
| SWAN Capital LLC | 172 | $16.9K | 0.01% | −3−1.7% | Reduced |
| Valued Wealth Advisors LLC | 178 | $17.5K | 0.01% | +1+0.6% | Added |
| Noble Wealth Management PBC | 179 | $17.7K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 185 | $18.3K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 190 | $18.8K | 0.01% | +5+2.7% | Added |
| Pacifica Partners Inc. | 215 | $19.1K | 0.01% | −70−24.6% | Reduced |
| Decker Retirement Planning Inc. | 194 | $19.1K | 0.01% | +100+106.4% | Added |
| Collier Financial | 197 | $19.5K | 0.02% | 00.0% | Unchanged |
| Insight Financial Services | 199 | $19.6K | 0.02% | +97+95.1% | Added |
| Cloud Capital Management, LLC | 209 | $20.0K | 0.01% | +209 | New |
| WFA Asset Management Corp | 166 | $20.4K | 0.01% | +59+55.1% | Added |
| Black Cypress Capital Management, LLC | 207 | $20.4K | 0.02% | −363−63.7% | Reduced |
| Navigoe, LLC | 213 | $21.0K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 218 | $21.5K | 0.02% | +1+0.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 225 | $22.2K | 0.04% | 00.0% | Unchanged |
| Binnacle Investments Inc | 225 | $22.2K | 0.02% | +225 | New |
| Trust Co | 227 | $22.4K | 0.00% | +227 | New |
| Beaird Harris Wealth Management, LLC | 236 | $23.3K | 0.00% | −81−25.6% | Reduced |
